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DOCUMENT RESUME
ED 447 051 SO 032 289
AUTHOR Lee, Christopher J.TITLE South Africa in World Historical Perspective: An
Introduction to the History of South Africa. A CurriculumUnit for Grades 11-Adult.
INSTITUTION Stanford Univ., CA. Stanford Program on International andCross Cultural Education.
SPONS AGENCY Department of Education, Washington, DC.PUB DATE 1999-00-00NOTE 69p.; Funding for this project provided by the Center for
African Studies, Stanford University.AVAILABLE FROM Stanford Program on International and Cross-Cultural
Education, Institute for International Studies, Encina Hall,Stanford University, Stanford, CA 94305-6055; Tel:800-578-1114 (toll free); Fax: 650-723-6784; E-mail:([email protected]); Web site:(http://spice.stanford.edu).
PUB TYPE Guides - Classroom Teacher (052)EDRS PRICE MF01/PC03 Plus Postage.DESCRIPTORS Adult Education; Area Studies; Foreign Countries; Global
Approach; High Schools; Higher Education; *PerspectiveTaking; Social Studies; *Thematic Approach; *World History
IDENTIFIERS National History Standards; *South Africa; *South AfricanHistory; Timelines
ABSTRACTThis curriculum unit seeks to place South Africa's history
in a world historical perspective. Although the unit cannot provide acomprehensive analysis of South Africa's place in the world, it does intendto provide an introductory framework by exploring the broad themes ofsettlement, economic development, and political development. It is speciallydesigned to conform to the National History Standards for high schoolstudents studying world history. The unit is intended to be flexible enoughto help those teachers who seek a basic framework to teach South Africa'shistory exclusively, as well as those who seek to incorporate South Africa'shistory into a pre-existing curriculum. The unit is divided into threelessons: (1) "Geography and Settlement"; (2) "Industrialization and theDevelopment of 20th-Century South African Society"; and (3) "Resistance andthe End of White Minority Rule in South Africa." A combination of lectureoutlines, handouts, and small group activities is provided for each lesson.The introduction gives purpose, objectives, outline of activities, equipmentneeded, a timeline, and background information. Supplementary materials forboth teacher and students can be used to extend the unit. Suggested materials
inare listed in the appendix. (BT)
Reproductions supplied by EDRS are the best that can be madefrom the original document.
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South Africa in World Historical Perspective:An Introduction to the History of South Africa.
A Curriculum Unit for Grades 11-Adult.
Lee, Christopher. J.
U.S. DEPARTMENT OF EDUCATIONOffice of Educational Research and Improvement
EDUCATIONAL RESOURCES INFORMATION/ CENTER (ERIC)This document has been reproduced asreceived from the person or organizationoriginating it.
1:1 Minor changes have been made toimprove reproduction quality.
Points of view or opinions stated in thisdocument do not necessarily representofficial OERI position or policy.
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Circa 300 Bantu-speaking societiessettle in southern Afnca
1652 Dutch arrive at the Capeof Good Hope
1652-1795 Boer expansion in southernAfrica; Khoisan conquered
1795 British occupy CapeColony
1816-1828 Zulu Kingdom createdby Shaka
1836-1854 Period of the Great Trek
1867 Diamond mining begins
1880-1881 First Anglo-Boer War
1886 Gold mining begins
1899-1902 Second Anglo-Boer War
1910 Union of South Afncacreated
1912 South African NativeNational Congressfounded
1913 Start of modemsegregation laws
1926 First Non-EuropeanConvention
1948 Apartheid systeminitiated as officialgovernment policy
1955 Congress of the Peopleheld
1960 Sharpeville Massacre
1964 Nelson Mandelaimprisoned
1976-1977 Soweto Uprising
1986-1991 National state of emergency
1994 Nelson Mandela electedpresident
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STANFORD PROGRAM ON INTERNA1IONAND CROSS=CULTURAL EDUCATION
A PROGRAM OFTHE INSTITUTE FOR
INTERNATIONALSTUDIES
COLLABORATIONWITH UNIVERSITY
FACULTY, ANDCLASSROOM
TEACHERS
CRITICAL THINKINGAND MULTIPLE
PERSPECTIVES
ACCESS TO THELEARNING PROCESSFOR ALL STUDENTS
Stanford UniversitySPICEthialily educational material,. ,ince 1971;
Stanford Program on Internationaland Cross-Cultural EducationInstitute for International StudiesLittlefield Center, Room 14Stanford UniversityStanford, CA 94305-5013For further information e-mail us atSPICESALESaForsythe.StanfordEduor call 1-800-578-1114
Since 1976 the Stanford Program on International and Cross-Cultural Education (SPICE) has supported efforts to internationalizeelementary and secondary school curricula by linking the research andteaching at Stanford University to the schools through the productionof high-quality curriculum materials on international and cross-cultur-al topics. Housed in the Institute for International Studies at StanfordUniversity, SPICE has produced over 90 supplementary curriculumunits on Africa, Asia and the Pacific, Europe, Latin America, the globalenvironment, and international political economy.
SPICE draws upon the diverse faculty and programmatic interestsof Stanford University to link knowledge, inquiry, and practice inexemplary curriculum materials. Within the Institute forInternational Studies alone, SPICE can draw upon the resources of its15 interdisciplinary research and teaching programs. The curriculumdevelopment efforts of SPICE are also closely linked to two state-spon-sored staff development projects also housed at StanfordtheCalifornia International Studies Project and the California ForeignLanguage Project. Each of these programs conduct staff developmentprograms for elementary and secondary teachers in eight Californiaregions. Through these cooperative relationships SPICE is uniquelypositioned to field-test and disseminate all of its materials.
SPICE recognizes its responsibility to present multiple perspectivesand enhance critical thinking and decision making skills in subjectareas such as geography, economics, the environment, history, science,foreign languages, language arts, and fine and applied arts. SPICE'Sinterdisciplinary approach draws upon simulations and role plays,readers' theaters, lessons involving the visual and performing arts,journal writing exercises, and cooperative group activities.
Attention to the unique needs of today's linguistically, ethnically,and socially diverse classrooms is of pressing concern to educatorsthroughout the country. SPICE has made a strong commitment tocreating curriculum materials that model effective ways of workingwith students of all backgrounds. As a result, SPICE is collaboratingwith the Stanford School of Education to incorporate active learningstrategies that increase student access to higher level concepts and fullacademic participation.
SPICE is a non-profit educational program and receives fundingfrom the Institute for International Studies at Stanford University andseveral private and government foundations and programs.
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SOUTH AFRICAin World Historical Perspective
AN INTRODUCTION TO THE HISTORY OF SOUTH AFRICA
A Curriculum Unit for Grades 11-Adult
Developed by Christopher J. LeeThe Africa Project
Stanford Program on International and Cross-cultural Education (SPICE)
Copyright © 1999by the Leland Stanford Junior University Board of Trustees
Permission is given to educators to reproduce handouts for classroom use only.
For further information contact:Stanford Program on International and Cross-cultural Education (SPICE)
Institute for International Studies (IIS)Encina Hall, Stanford University
Stanford, CA 94305-6055Tel: (800) 578-1114Fax: (650) 723-6784
E-mail: [email protected]
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ACKNOWLEDGMENTS
South Africa in World Historical Perspective: An Introduction to the History of South Africawas researched and written by Christopher J. Lee, Research Associate, The AfricaProject, under the direction of Gary Mukai, Acting SPICE Director. Professors RichardRoberts, Joel Samoff, and George Fredrickson of Stanford University were the primaryfaculty advisors for the curriculum unit. Joel Samoff was particularly helpful withediting both content and the pedagogical format. I am also grateful to Virginia Iorio forher careful copyediting.
Karen Fung and Remy Squires of the Hoover Institution, Stanford University,provided valuable research assistance, particularly with regards to the South Africanpolitical poster collection of the Hoover Archives.
Gary Mukai, Acting Director of SPICE, Selena Lai, China Project Associate at SPICE,and Greg Francis, former Research Assistant at SPICE, provided valuable technicalassistance throughout the development of this unit.
Special thanks to Ric Sakai of Y Design who provided the cover art and map designs.Joel Williams produced the political poster video. I appreciate the generosity of ShiraRobinson and Jeff Trumbuco for loaning political posters from their personal collections.
Thanks to Christine Capper and Martha Saveedra of the Stanford-Berkeley JointCenter for African Studies for their administrative support.
Thanks also to Yale University Press for permissions regarding map design.
The funding for this curriculum unit was generously provided by the Center forAfrican Studies, Stanford University; the United States Department of Education,Title VI; and the Institute for International Studies, Stanford University.
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TABLE OF CONTENTS
unit introductionSouth Africa: A Teachers' GuideIntroduction. 1Purpose 2Objectives 2Outline of Activities 3Equipment 4Icons 4Timeline: Dates and Periods of South African History 6Teacher Background: Episodes of South African History 7Student Background: Historical Change in South Africa 11Student Handout: Terms and Concepts from South African History 15
lesson oneGeography and SettlementOrganizing Question 19Introduction 19Historical Background 19Introduction to the Geography of South Africa 20Settlement and Expansion: An In-Class Discussion. 21Conclusion. 25Map Transparency #1 26Map Transparency #2 27In-Class Discussion Handout 28
leSson twoIndustrialization and the Development of 20th-CenturySouth African SocietyOrganizing Question 31Introduction 31Historical Background 31South Africa's Race and Class Hierarchies 32
Ideology and Everyday Practice 32Issues of Power and Status 33Class Structure and Its Components 34The Interaction of Race and Class Hierarchies 35
The Making of South African Society: Law and Its Social Impact 37Goals of Segregation: Control of Labor and Land 37
Small Group Activity 38Conclusion 40Recommended Videos 40In-Class Discussion Handout 42Handout #1 45Handout #2 46Map Transparency #3 47
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1esSon.-, ree-,Resistance and the End of White Minority Rule inSouth AfricaOrganizing Question 49Introduction 49Historical Background 49An Overview and Assessment of Political Activism 50Small Group Activity 51The 1994 Election and Its Meaning 52Political Poster Activity 53Conclusion 54Handout #1 55Handout #2 56Readers' Theater 57Readers' Theater Questionnaire 59Video Script 60
appendix
Suggestions for Further Reading 63
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Introduction
Unit Introduction
SOUTH AFRICA:A TEACHERS' GUIDE
In his books White Supremacy and Black Liberation, George M.Fredrickson has compared the histories of the United States and SouthAfrica, arguing for the recognition of similarities in the historicaldevelopment of these two geographically distant countries. His work hasprovoked questions as to the reasons for these affinities, particularlyregarding the issue of racial injustice. Moreover, his work has pointedout the methodological benefits of comparison, of moving beyondnational perspectives to place topics in a global perspective in order to re-contextualize and understand them anew.
The purpose of this curriculum unit is to place South Africa's historyin a world historical perspective. Although this unit cannot provide acomprehensive analysis of South Africa's place in the world, it doesintend to provide an introductory framework by exploring the broadthemes of settlement, economic development, and political development.With these themes, teachers and students will arrive at a basicunderstanding of South Africa's history and will be able to makecomparisons with other parts of Africa and the world.
This unit can be used in high school classes of world geography,history, or culture. It is specifically designed to conform to the NationalHistory Standards set in 1996 for high school students studying worldhistory. Important to emphasize is the introductory nature of thiscurriculum module. This unit is intended to be flexible enough to helpthose teachers who seek a basic framework to teach South Africa's historyexclusively, as well as those who seek to incorporate South Africa'shistory into a pre-existing curriculum.
To address the above themes, the unit is divided into three lessons. Acombination of lecture outlines, handouts, and small group activities isprovided for each. The lecture outlines provide a thematic narrative offacts, issues, and discussion questions to help teachers organize classtime. Handouts are provided so that students can follow the moreimportant issues and topics in each lesson. A timeline, historicalbackground handouts, and a glossary of historical terms and concepts areprovided at the end of this Unit Introduction as reference materials forboth teachers and students to further reinforce the history and conceptsdiscussed in the lessons.
Multimedia and small group activities are the key part of learning inthis module. For Lesson One, map transparencies focus on the earlysettlement of both African societies and European colonists and the
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Purpose
Objectives
eventual geographic demarcation of contemporary South Africa. InLesson Two, a small group activity involving the 20th-century legislationunderscores how racial injustice was sanctioned by the South Africangovernment before and during the apartheid era. For Lesson Three, avideo of South African political posters illustrates the spectrum ofpolitical strategies that existed during the 20th century to counter policiesof racial discrimination. After students interpret the visual content ofthese posters, a political poster-making activity allows students to engagein the issues that South Africans face today, specifically the difficulties ofcreating and maintaining a multiracial democracy and closing the gapbetween rich and poor. In addition to these materials, a small groupactivity on forms of political resistance and a readers' theater areincluded. Overall in this unit, media materials and small group activitiesare intended to generate further class discussion about historical andcurrent social issues and their effects on daily experience.
Supplementary materials for both students and teacher can be used toextend the unit. Suggested materials are listed in the appendix. Theextent to which these themes are elaborated is left to the individualteacher.
The purpose of this unit is to introduce students to the historicalorigins of contemporary South Africa. This will be done through anepisodic historical examination of the region. Although the unit dealsmainly with South Africa's history, it will nevertheless prepare studentsto make broader conceptualizations regarding historical change in otherparts of Africa and the world, particularly former colonies.
Knowledgeto learn basic features of South Africa's geography and the mainepisodes of its history from the 17th through the 20th centuryto understand the historical origins of South Africa's racially diversepopulationto comprehend the transformation from an agricultural economy toan industrial economy and how this change affected the country as awhole and the daily experience of individualsto understand the historical relationship between government policyand the racial hierarchy that evolved, and to understand how thisracial hierarchy also related to the class structure that developed asSouth Africa industrializedto learn the historical development of the government policy ofapartheidto learn the history of the political activism that resisted racialdiscrimination and to recognize the significance of the 1994 electionsto understand the social issues that South Africa currently faces as aresult of its historical legacy
Attitudesto appreciate the importance and relevance of another country'shistorical tradition, noting similarities and differences with our ownto recognize the larger historical issues of European colonization andindustrial development and how such episodic changes impacted
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Outline ofActivities
intro4uctionlocal populationsto gain a greater critical understanding of the historical origins of raceas a social category and discrimination as a social practice within asocietyto acknowledge and begin to comprehend the complexity of SouthAfrica's history, moving beyond simplistic media images of conflictbetween blacks and whites to an informed perception of the variety ofways racial discrimination was implemented and resisted
Skillsto make general conclusions regarding the roots of contemporarySouth Africa based on recognition and analysis of historical trendsto point out similarities and differences between South Africa'shistory and the histories of other countries of the worldto deduce basic principles of colonization and developmentto analyze and interpret media materials and derive hypotheses fromtheir interpretationmore generally, to develop a critical approach to such topics as raceand class and to develop a thought process on how to approachhistory: Whose perspective does a historical account or documentrepresent? How does this affect the portrayal of history?
PreparationRead "Teacher Background" (pp. 7-10).Duplicate and distribute the timeline, "Dates and Periods of SouthAfrican History" (p. 6), the student handout, "Historical Change inSouth Africa" (pp. 11-13), and the student handout, "Terms andConcepts from South African History" (pp. 15-17). These readingsshould be assigned prior to Lesson One in order to set the historicalcontext for the curriculum unit.Make overhead transparencies of the maps (pp. 26,27,47).Review handouts and small group activity for Lesson Two.Review handouts and small group activities for Lesson Three.
Lesson One: Geography and SettlementHistorical BackgroundIntroduction to the Geography of South AfricaSettlement and Expansion: An In-Class Discussion
Lesson Two: Industrialization and the Development of 20th-CenturySouth African SocietyHistorical BackgroundSouth Africa's Race and Class HierarchiesThe Making of South African Society: Law and Its Social Impact
Lesson Three: Resistance and the End of White Minority Rule in SouthAfricaHistorical BackgroundAn Overview and Assessment of Political ActivismThe 1994 Election and Its MeaningPolitical Poster Activity
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Equipment overhead projectorVCR
Icons For easier reference the following icons are used throughout the unit:
Transparency Video Presentation
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timeline
DATES AND PERIODS OF SOUTH AFRICAN HISTORY
Pre-A.D. 300 Khoisan societies, speaking "click" languages,settle and flourish in southern Africa
circa 300 Bantu-speaking populations begin to settle insouthern Africa
1652 Dutch establish a base at the Cape of GoodHope
1652-1795 Dutch (Boer) settlement and expansion insouthern Africa; Khoisan societies aresubjugated
1795 British occupy the Cape Colony1816-1828 Mfecane Period; Zulu kingdom created by
Shaka1836-1854 Period of the Great Trek
1867 Diamond mining begins1880 First Anglo-Boer War1886 Gold mining begins
1899-1902 Second Anglo-Boer War1910 Union of South Africa created1912 South African Native National Congress
established (later to be the African NationalCongress)
1913 Natives Land Act (the start of modernsegregation laws)
1926 First Non-European Convention1948 National Party wins control of the
government; apartheid system of racialsegregation is gradually initiated as officialgovernment policy
1955 Congress of the People held1960 Sharpeville Massacre1964 Nelson Mandela and other African leaders
imprisoned1976-1977 Soweto Uprising1986-1991 Period of national state of emergency; various
laws repealed; protests and governmentviolence
1994 First nonracial, democratic election; NelsonMandela elected president
Note: This list is not comprehensive but suggestive of the more important dates in South Africa's history.
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teacher background
Episodes of South African HistoryContained in this curriculum unit are three lessons designed to introduce high school
students to the history of South Africa. South Africa has been a constant presence in the mediasince the 1980s with the world watching this country dismantle the last vestiges of its apartheidpolicy of racial separation. This unit provides a means of understanding the historical origins ofcontemporary South Africa. Moreover, it contextualizes South Africa's history within regionaland global developments by touching upon such themes as the colonization of Africa andindustrialization. Overall, this unit is designed to offer a unique view of South Africa framed ina global perspective. As such, it is intended for teachers to include this unit into pre-existingworld history curricula. Please note that the events, terms, and people mentioned in thisbackground are described in the lessons that follow. It should also be noted that the followinghistorical background is not conclusive but suggestive of the more important dates and events inSouth Africa's history.
Lesson One deals with settlement in southern Africa by both African societies andEuropean colonists. The organizing question of this lesson is: What is the geography ofSouth Africa and its relationship to the history of settlement in the region? The mainobjective of this lesson is therefore to trace South Africa's early history. About 1000 B.C.,hunter-gatherers settled and lived in the region. Bantu-speaking populations fromCentral Africa arrived about A.D. 300. These early social groups were ancestors of theAfrican societies that Europeans would later encounter. In 1487, a Portugueseexpedition led by Bartholomeu Dias arrived in Mossel Bay. This expedition was the firstEuropean group to arrive in the region. Formal settlement by the Dutch East IndiaCompany occurred in 1652 at the Cape of Good Hope. Initially established as a supplyoutpost for the global mercantile trade, the settlement soon became permanent.
Development eventually caused conflict with local African populations. In theperiods 1659-60 and 1673-77, wars occurred between the Khoisan and the Dutch. Theseearly conflicts were later followed by wars between the Xhosa and the Dutch settlers, inthe period 1779-81 and in 1793. Conflict existed not only between Europeans andAfricans but also among the European settlers, particularly the Dutch and the British.The occupation of the Cape by the British in 1795 and again in 1806 would instigaterebellions by Dutch settlers in the eastern frontier who disliked the idea of foreign ruleof law.
From approximately 1816 to 1828, the Zulu kingdom expanded under the stronghand of Shaka. The formation of this kingdom was part of a regional trend of conflictamong indigenous states throughout southeast Africa. This period of regional stateexpansion and contraction is known as the Mfecane. The main issues of contestationwere access to resources and control over regional trade.
In the wake of the Mfecane came European settlers, specifically Dutch Boer settlerswho migrated east from 1836 to 1854 to escape British control in the Cape. This massmigration, known as the Great Trek, resulted in conflict with the Zulu, who sought topreserve their autonomy and regional power. Despite early victories, the Zulu weredefeated by the Boers in 1838 at the Battle of Blood River. During the next severaldecades, the Boers would found Natal, the Transvaal, and the Orange Free State in aneffort to escape British jurisdiction. The British followed their movements andeventually annexed the Boer states. African states were the main victims of this processof expansion and settlement.
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Overall, Lesson One traces the settlement of southern Africa by Africans andEuropeans. The process of encounter and conflict over natural resources is a centraltheme. It is important to recognize that other ethnic groups also arrived in southernAfrica during this early period. For example, the slave trade of the 18th centuryimported people from Madagascar, Malaysia, and India. It is also important to realizethat this process of settlement by Europeans is an aspect of a regional and globalframework. Southern Africa was not the only part of Africa or the world to be colonizedduring this time period.
Lesson Two discusses the development of South Africa after this initial period ofsettlement. The organizing question of this lesson is: What are the economic andpolitical origins of modern South Africa? The main objective of this lesson is to explicateSouth Africa's economic and political development from the 19th into the 20th century.The major thrust of development was the European exploitation of diamonds and gold.In 1867, diamonds were discovered near the confluence of the Orange and Vaal Rivers.This discovery led the British to further assert their control in the region. In 1877, theyannexed the Boer Transvaal. In 1879, the Zulu-British War resulted in the Zulu beingdefeated. In 1880, the First Anglo-Boer War occurred to determine who would haveregional control. The outcome in 1881 was that the Transvaal regained its independence.However, the discovery of significant gold fields in 1886 would inspire the British toagain seek control. From 1899 to 1902, the Second Anglo-Boer War took place with theBritish prevailing.
With the beginnings of political stability came the rapid development of miningindustries and urbanization. Shifting from being a "rest stop" for mercantilist trade,South Africa became a leading world producer of diamonds and gold, in addition toexporting other resources such as wool. After the loss of political autonomy, theincreasingly impoverished African populace was gradually coerced into a developingwage-labor economy.
The "mineral revolution" was also attended by early policies of racial separation.The mining boom inspired a flood of European speculators who sought new economicopportunities. Once they arrived, they lobbied to protect these opportunities againstcompetition from Africans. Pass laws were enacted which limited the movement andemployment of Africans. In 1905, territorial segregation was advocated by the SouthAfrican Native Affairs Commission. In 1907, restrictions were placed on publiceducation by the Cape Colony School Board. Despite the efforts of various politicalactivists, equal political rights were not achieved in the charter creating the Union ofSouth Africa in 1910. In 1911, an industrial color bar, limiting skilled jobs to whites, wasestablished by the Mines and Works Act passed by the parliament. In 1913, territorialsegregation was formally established through the Natives Land Act, which formed asystem of reserves for the African population. Less than 10 percent of South Africa'sland was allocated to the African majority (roughly 67 percent of the population).Moreover, the land allocated was poor in quality. With individuals having to seekoutside employment to support their families, this system in effect created labor reservesfor South Africa's growing economy. Further discrimination was found in the urban jobsector. The Colour Bar Act, passed in 1926, further excluded Africans from skilled jobs.In the political realm, Africans lost their right to vote for direct representation inparliament in 1936. It is important to keep in mind that discriminatory legislationaffected not only Africans but also Indians and Coloureds. Overall, Lesson Twodescribes the economic and political development of 20th-century South Africa withparticular attention being paid to the origins of racial separation.
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Lesson Three addresses the development of African resistance during the 20thcentury and its successful culmination in the democratic election of 1994. Theorganizing question of this lesson is: What are the origins to the end of apartheid? Thecentral objective of this lesson is to trace the development of African activism and itseffect on South African politics. With the loss of political autonomy, African expressionsof resistance changed from the earlier forms of military confrontation to politicalorganizations and other social institutions. An early example is the founding of theSouth African Native National Congress in 1912. This organization later became theAfrican National Congress (ANC). Other activist movements such as the South AfricanCommunist Party and the Industrial and Commercial Workers Union existed as well. In1926, the First Non-European Convention was held in Kimberley as an attempt to alignvarious activist groups. The final impetus for the development of concerted Africanresistance was the gradual implementation of South Africa's policy of racial separationknown as "apartheid."
The parliamentary election victory of the white-controlled National Party in 1948 setin motion the beginnings of apartheid. A series of legislative acts followed whichformally established racial separation. In 1949, the Mixed Marriages Act prohibited thelegal recognition of interracial marriages. In 1950, two crucial legislative acts werepassed: the Population Registration Act, which officially classified people by race, andthe Group Areas Act, which demanded that people in urban areas reside in raciallydetermined zones. In 1951, a new system of governance for African areas wasestablished by the Bantu Authorities Act. Indians and Coloureds were also affected byapartheid legislation. The above legislative measures limited the freedom of these socialgroups in addition to the African majority. Overall, the government gained increasingcontrol over the populace through racial division.
White control was met with resistance. In 1952, the ANC and other groups began acampaign of passive resistance. A Congress of the People was held in 1955 as anattempt to unify activist groups. In 1959, the Pan-Africanist Congress (PAC) wasfounded as a more radical alternative to the ANC. These developments were met withgovernment confrontation and violence. In 1960, the Sharpeville Massacre took placewith 67 African anti-pass law demonstrators killed. This anti-pass campaign wasnational in scope, and the Sharpeville Massacre symbolized other violent deaths bypolice across the country. Moreover, the government placed a ban on African politicalorganizations and ended African and Coloured representation through whites inparliament. In 1964, Nelson Mandela and other ANC and PAC leaders went on trial andwere sentenced to life imprisonment.
Despite these efforts by the government to quell activism, South Africa witnessedcontinent-wide changes that challenged policies of suppressing the independence ofAfricans. Since the end of World War II, a process of European decolonization wassweeping both Africa and Asia due to the efforts of a new generation of African andAsian nationalists. In the period 1966-68, the southern African countries of Botswana,Lesotho, and Swaziland all became independent. In 1975, Mozambique and Angolabecame independent. These achievements in southern Africa and elsewhere inspired thethoughts and actions of activists in South Africa.
In 1976, a surge of activism took place inspired by the ideas of the BlackConsciousness movement. In response to the Soweto Uprising of African students,violent government suppression occurred, leaving at least 575 people dead in Sowetoand other townships. As a result, in 1977 an arms embargo was placed on South Africaby the United Nations Security Council. The government began to make concessions.
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In 1979, African unions achieved the right to organize. In 1984, a new constitutionprovided limited participation in central government to Coloureds and Indians but notAfricans. Resistance continued during the mid-1980s, and violent governmentcrackdowns ensued. International as well as domestic pressure further motivated thegovernment to take action. In 1985, a limited dialogue was established between thegovernment and imprisoned and exiled ANC leaders. In 1986, the pass laws wererepealed. However, a national state of emergency was declared resulting in unrest,detentions, and suppression of the press. The United States Congress responded to thisdevelopment by passing the Comprehensive Anti-Apartheid Act, which implementedsanctions against South Africa.
Continued widespread resistance along with increasing international pressuregradually forced political change. After a change of leadership in 1989 with F. W. deKlerk succeeding P. W. Botha, the ban on the ANC and PAC was removed in 1990.Nelson Mandela and others were released from prison. In the period 1990-91, variouslegislative acts that suppressed Africans were repealed, including the 1913 and 1936Land Acts, the Group Areas Act, the Population Registration Act, and the SeparateAmenities Act. African political organizations were legalized, and the state ofemergency ended. Negotiations between various political groups began, and in 1993 aninterim constitution was approved by de Klerk, Mandela, and others. African efforts atself-determination culminated in 1994 with the ANC winning the first nonracialdemocratic election and Nelson Mandela being sworn in as president. A government ofnational unity was formed. The international community approved, and foreignsanctions were lifted. Overall, Lesson Three chronicles the development of South Africaas the multiracial democracy for which it is known today.
In summary, this curriculum unit addresses the central themes of South Africa'shistory: settlement, political and economic development, and African liberation. Thesethemes are applicable not only to South Africa, but to other African nations as well.More broadly, these themes can be addressed in other parts of the world that haveexperienced colonization and decolonization. This focus enables teachers to incorporateSouth Africa's history within a larger world history curriculum. Provided in thefollowing lessons are lecture outlines and activities that elaborate these three themes.
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HISTORICAL CHANGE IN SOUTH AFRICA
African andDutch Settlement
in SouthernAfrica
Early Conflictand the Arrival of
the British in1795
The Mfecaneof the Early 19th
Century
The Period ofthe Great Trek
MineralDiscoveries of theLate 19th Century
andIndustrialization
About 1000 B.C., hunter-gatherers settled in southern Africa. Bantu-speaking populations from central Africa arrived about A.D. 300. Theseearly social groups were ancestors of the African societies that Europeanswould later encounter. In 1487, a Portuguese expedition arrived inMossel Bay. This expedition was the first European group to arrive in theregion. Formal settlement by the Dutch East India Company occurred in1652 at the Cape of Good Hope. Initially established as a supply outpostfor the global mercantile trade, the settlement soon became permanent.
Gradual European settlement and expansion caused conflict withlocal African populations. During the 17th century, skirmishes occurredbetween the Khoisan and the Dutch. These early disputes were followedin the 18th century by conflict between the Xhosa and the Dutch settlers.Conflict existed not only between Europeans and Africans but alsoamong the European settlers, particularly the Dutch and the British. Theoccupation of the Cape by the British in 1795 and again in 1806 wouldinstigate rebellions by Dutch burghers, or settlers, in the eastern frontierwho disliked the idea of foreign rule of law.
From approximately 1816 to 1828, the Zulu kingdom expanded underthe strong hand of Shaka. The formation of this kingdom was part of aregional trend, as conflict over resources and trade developed amongindigenous societies throughout southeast Africa. This period of regionalAfrican state expansion is known as the Mfecane.
In the wake of the Mfecane period came Dutch Boer settlers whomigrated east from 1836 to 1854 to escape British control in the Cape.This mass migration, known as the Great Trek, resulted in conflict withthe Zulu. Despite early victories, Zulu authority was graduallyundermined. For the next several decades, the Boers would try to escapeBritish jurisdiction by founding the republics of Natal, the Orange FreeState, and the Transvaal. African states were the main victims of thisprocess of expansion and settlement.
Overall, the process of encounter and conflict over natural resources,such as land, is a central theme of South Africa's early history. It isimportant to realize that this process of settlement by Europeans is anaspect of a regional and global framework. Southern Africa was not theonly part of Africa or the world to be colonized at this time.
The major thrust of economic development during the late 19thcentury was the mining of diamonds and gold. In 1867, diamonds werediscovered near the confluence of the Orange and Vaal Rivers. Thisdiscovery led the British to further assert their power in the region. In1877, they annexed the Boer Transvaal. In 1879, the Zulu-British Wartranspired with the Zulu being defeated. In 1880, the First Anglo-BoerWar occurred over who would have regional control. The outcome in1881 was that the Boer republic of Transvaal regained its independence.However, the discovery of significant gold fields in the Transvaal in 1886inspired the British to again seek regional jurisdiction. From 1899 to 1902,
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20th-CenturyEconomic
Developmentand Racial
Segregation
Early Resistanceto Policies of
RacialSegregation
The Developmentof Apartheid as
OfficialGovernment
Policy
Resistance toApartheid
the Second Anglo-Boer War took place, and this time the Britishprevailed.
With the beginnings of political stability came the rapid developmentof industries and urbanization. Africans, who were increasinglyimpoverished due to loss of sovereignty, were gradually coerced into awage labor system. These developments were also attended by earlypolicies of racial separation. Despite the efforts of activists, equal rightswere not included in the charter of the Union of South Africa created in1910. In 1913, territorial segregation was formally established throughthe Natives Land Act, which set up a system of reservations for theAfrican population. Less than 10 percent of South Africa's land wasallocated to the African majority (roughly 67 percent of South Africa'stotal population), thus forcing many to seek employment in urbanindustries to support their families. Pass laws were soon establishedwhich restricted the movement of Africans in urban areas. The ColourBar Act, passed in 1926, reserved higher-paid skilled jobs for whites. In1936, Africans lost their right to vote for direct representation inparliament.
With the loss of political autonomy, African expressions of resistancechanged from the earlier forms of military confrontation to politicalorganizations and other social institutions. This form of resistance existedearly with the founding of the South African Native National Congress in1912. This organization later became the African. National Congress(ANC). Other early activist movements such as the Industrial andCommercial Workers Union existed as well. In 1926, the First Non-European Convention was held in Kimberley as an attempt to alignvarious activist groups. The main historical impetus for concertedAfrican resistance was the gradual implementation of South Africa'spolicy of racial separation known as "apartheid."
The parliamentary election victory of the white-controlled NationalParty in 1948 set in motion the beginnings of apartheid. A series oflegislative acts followed which more rigorously established racialseparation. In 1949 the Mixed Marriages Act prohibited the legalrecognition of interracial marriages. In 1950, two crucial legislative actswere passed: the Population Registration Act, which officially classifiedpeople by race, and the Group Areas Act, which demanded that people inurban areas reside in racially determined zones. In 1951, a new system ofgovernance for African areas was established by the Bantu AuthoritiesAct. Indians and Coloureds (those of interracial background) were alsoaffected: apartheid policies as a whole discriminated against anyone whowas not white. Overall, the government gained increasing control overthe populace through racial division.
White control was met with resistance. In 1952, the ANC and its alliesbegan a campaign of passive resistance. A Congress of the People washeld in 1955 as an attempt to unify activist groups. These developmentswere met with further government confrontation which led to violence.In 1960, the Sharpeville Massacre took place, in which 67 African antipass law demonstrators were killed by police. The Sharpeville Massacrewas symbolic of a national resistance effort that resulted in widespreadgovernment violence throughout the country. The government placed a
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IndependenceMovementsThroughout
Africa
The Success ofResistance and
the End ofApartheid
SOUTH AFRICA
student background,
ban on African political organizations and ended African and Colouredrepresentation by whites in parliament. In 1964, Nelson Mandela andother activists went on trial and were sentenced to life imprisonment.
Despite these efforts by the government to suppress resistance, SouthAfrica witnessed continent-wide changes that challenged its policies.Since the end of World War II, a process of European decolonization wassweeping both Africa and Asia due to the efforts of a new generation ofAfrican and Asian nationalists. In the period 1966-68, the southernAfrican countries of Botswana, Lesotho, and Swaziland all becameindependent. In 1975, Mozambique and Angola became independent.These achievements in southern Africa and elsewhere inspired thethoughts and actions of activists in South Africa.
In 1976, a surge of activism took place inspired by the ideas of theBlack Consciousness movement. In response to the Soweto Uprising ofAfrican students, violent government suppression occurred, leaving atleast 575 people dead in Soweto and other townships. As a result, in 1977an arms embargo was placed on South Africa by the United NationsSecurity Council. The government began to make some concessions. In1979, African unions achieved the right to organize. In 1984, a newconstitution provided limited participation in central government toColoureds and Indians but not Africans. Resistance continued during themid-1980s, and violent government crackdowns ensued. International aswell as domestic pressure further motivated the government to takeaction. In 1986, a national state of emergency was declared resulting inunrest, detentions, and suppression of the press. The United StatesCongress responded by passing the Comprehensive Anti-Apartheid Act,which implemented sanctions against South Africa.
Continued widespread resistance in South Africa along withincreasing international pressure gradually forced change to occur. In1990, the ban on the ANC and other parties was removed. NelsonMandela and others were released from prison. In the period 1990-91,various legislative acts that suppressed Africans were repealed. Africanpolitical organizations were legalized, and the state of emergency ended.Negotiations between various political groups began, and in 1993 aninterim constitution was approved by South African President F. W. deKlerk, Mandela, and others. African efforts at self-determinationculminated in 1994 with the ANC winning the first nonracial election andNelson Mandela being sworn in as president. A unity government wasformed. The international community approved, and sanctions againstSouth Africa were lifted.
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student handou
Terms and Concepts from South African HistoryThe following is a list of important terms and concepts intended to familiarize
students with South African history. These terms and concepts are from all threelessons. Students should refer to this list throughout the unit.
Lesson One
African Terms
Khoisan ("koy-satin "): The Khoisan were primarily pastoralists who herded cattle andsheep, and arrived in the region of South Africa about A.D. 100 to 300 from what isnow northern Botswana. They spoke a language in part consisting of clicks. Earlytrade developed between the Khoisan and the Dutch at the Cape of Good Hope,though Dutch raids on cattle herds of the Khoisan led to an ending of these relations.With the gradual loss of cattle and land, many Khoisan were forced to work for theDutch. Others continued to resist through the 18th century. A great number diedfrom smallpox epidemics during the 18th century. Today, many descendants of theKhoisan are part of South Africa's "Coloured" (mixed-race) population.
Mfecane ("mm-fe-ka-ne"): This was a period during the early 19th century whenAfrican states in southeast Africa came into conflict with each other through aprocess of state expansion. Many perceive the Zulu state as the key player in thisexpansion, though this emphasis distracts from the larger picture. Severalexplanations have been offered for this period of conflict: competition overresources due to an increasing population in this area; an ecological crisis caused bydrought conditions; and competition over trade relations with the Portuguese atDelagoa Bay. Initially, two states were in competition, the Mthethwa confederacyand the Ndwande state. Eventually, however, conflict between the two led to socialupheaval throughout the region and extended to other parts of central and eastAfrica. The main result was the rise to prominence of several new states includingthe Ndebele and Swazi as well as the Zulu.
Xhosa ("ko-sa"): The Xhosa established a state just southwest of modern Natal duringthe 16th century. The kingdom expanded up through the 18th century and consistedof many subkingdoms. The Xhosa came into conflict with European settlers andwere expelled from areas west of the Fish River in 1811. They were later defeated in1878. The Xhosa were part of a larger group known as the Nguni. The Nguni wereBantu-speakers though they used clicks also, a sign of their interaction with theKhoisan whose language consisted of clicks.
Zulu ("zoo-loo"): Like the Xhosa, the Zulu were also a subgroup of the Nguni. Duringthe first decades of the 19th century when the Mfecane was occurring, the Zulu roseto prominence under the leadership of Shaka. The military success of the Zulu hasbeen attributed to their innovative military techniques, namely the use of a hand-held stabbing spear to engage in close combat. Zulu society became increasinglymilitarized with a regimental system divided by age and gender. State power wastightly centralized under Shaka. He was assassinated in 1828. The end of his tightcontrol and the subsequent decline of military expansion led to divisions within theZulu leadership. Confrontations resulting from Boer and British encroachmentthrough the rest of the 19th century further diminished the power of the Zulu.
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student hindoutEuropean Terms
Boers ("bors"): The Boers were originally descendants of the early Dutch settlers in theCape of Good Hope, though other non-Dutch, European settlers would also bereferred to as "Boers." The term "boer" became synonymous with those settlers whowere farmers or semi-nomadic ranchers. They spoke Afrikaans, a derivative ofDutch developed in southern Africa, and often belonged to the Dutch ReformedChurch. Their 20th-century descendants would be known as Afrikaners.
British: The British took over the Cape of Good Hope from the Dutch in 1795. Theyreturned the Cape to the Dutch in 1803 but later reoccupied it in 1806. Britishinterest in this port was strategic in order to secure the ship route from Europe toIndia, one of Britain's colonies. Though Britain was initally interested in SouthAfrica for this geopolitical reason, and for the most part sought to minimize itsinvolvement in order to limit governing expenses, South Africa did becomeincreasingly important economically, first because of its wool production and laterfrom gold and diamonds. Thus, British interest increased through the 19th century.It is important to note that tensions did exist between the British and the Boers (asdiscussed in the Student Background "Historical Change in South Africa").Commentators within and outside South Africa often divide the white populationinto these two groups.
Dutch East India Company: The Dutch East India Company was a private companyfounded in 1602. By the early 18th century, it was the largest mercantile company inthe world. The company founded a station in the Cape of Good Hope in 1652 toresupply ships that were going to and coming from the Dutch Indonesian colonies.The station was not intended as a colony. The company went bankrupt in 1794.
Great Trek: The Great Trek was the migration of Boer settlers, also known asVoortrekkers, east from the Cape of Good Hope starting in 1836. By 1846, about14,000 had joined the trek. The reasons for this expansion were to escape Britishcontrol, which was viewed by the Boers as intolerable, and to settle new land, whichhad become scarce in the area of the Cape. This expansion led to conflict withAfrican states such as the Zulu and the Ndebele.
Lesson Two
Concepts for Understanding the Racial Hierarchy
Ideology: Thoughts and ideas that commonly exist in a society. They consciously orunconsciously influence a person's world outlook. Ideology operates at the level ofperspectives and opinions.
Everyday practice: The conscious or unconscious manifestation of an ideology'sinfluence through words, actions, and deeds. "Everyday practice" consists of how aperson, with certain perspectives and opinions influenced by ideology, behaves on aday-to-day basis.
Status: One's position in society as defined relative to others. Factors that define statusinclude economic level, political position, education, and social standing.
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Power: The ability to influence others and get what one wants. Power is based in parton status. Moreover, power in turn helps to reinforce status.
Concepts for Understanding the Industrial Class Hierarchy
Working class: People who work wage labor jobs in various industries. They aredirectly involved in the industrial production process through their labor.
Capitalist class (business owners, investors): People who invest money into capital (rawmaterials, machinery) to produce resources or goods. These resources and goods aresold at a profit, which then is reinvested into further capital to produce moreresources and goods. Capitalists control the production process through theirinvestment and own the goods that are produced by workers.
Middle class (politicians, intellectuals, professionals, members of the service industry):People who compose an intermediate class between the capitalists and the workingclass. Though not directly involved in the production process, they can directly orindirectly support or challenge the aims of capitalists.
Lesson Three
Concepts for Understanding Resistance
Passive resistance: Political activism that is constituted by more peaceful measures ofconfrontation such as strikes, boycotts, and political rallies.
Active resistance: Political activism that is constituted by more direct forms ofresistance, including physical confrontation and violence.
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OrganizingQuestion
Introduction
HistoricalBackground
Lesson One
GEOGRAPHY AND SETTLEMENT
What is the geography of South Africa and its relationship to thehistory of settlement in the region?
The purpose of Lesson One is to familiarize students with thegeography and early history of South Africa. It is important to keep inmind that the formation of political borders is a historical process. Thus,this lesson intends to link geography with historical processes ofexpansion and settlement.
In advance of this lesson, students should be assigned the StudentBackground handout "Historical Change in South Africa" on pages 11-13, the timeline on page 6, and the "Terms and Concepts from SouthAfrican History" handout on pages 15-17. Teachers should make copiesof each for all students.
There are three parts to this lesson:
Historical Background
Introduction to the Geography of South Africa
Settlement and Expansion: An In-Class Discussion
About 1000 B.C., hunter-gatherers who were ancestors of the Khoisansettled in southern Africa, and Bantu-speaking communities arrivedabout A.D. 300. In 1487, the first Europeans, a Portuguese expedition ledby Bartholomeu Dias, arrived in Mossel Bay. A permanent Dutchsettlement was founded at the Cape of Good Hope in 1652. As Europeansmigrated inland from this point, conflict developed with local Africanpopulations. Among the most prominent of these African societies werethe Zulu, who were led by Shaka from approximately 1816 to 1828. TheZulu state grew during a period of state expansion and conflict insoutheast Africa known as the Mfecane. Thus, a period of Africanexpansion was occurring at the same time that European settlement wasexpanding through southern Africa.
Beginning with the Great Trek of 1836, the Dutch Boers migrated eastfrom the Cape to escape the political jurisdiction of the British who hadoccupied the Cape in 1795. The desire of the Dutch Boers to find newland for themselves led to the establishment of Natal, the Transvaal, andthe Orange Free State territories. These would later become provinces ofthe Union of South Africa.
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lesson one
Introductionto the
Geography ofSouth Africa
The exploitation of gold and diamond resources further encouragedwhite settlement and development. The cities of Pretoria, Johannesburg,and Kimberley developed near mining operations of these resources. Theimpact of this development will be discussed further in Lesson Two.
Important to consider are trends in other parts of the world duringthis time period. These include the settlement and expansion of otherindigenous populations in Africa, the development of world mercantiletrade, the expansion of trade along the west and east coasts of Africa, andthe European colonization of other parts of Africa and the world.Southern Africa is just one area where these trends existed.
1. Using Map Transparency #1, have students find the Cape of GoodHope, the Namib Desert, the Kalahari Desert, the DrakensbergMountains, the Limpopo River, the Orange River, the Fish River,Table Bay, and Delagoa Bay. These are all significant landmarks ofsouthern Africa's environment. Also note that much of South Africaconsists of a general plateau that rises as one travels inland from thecoast. This high inland plateau is known as the High Veld. Show theenvironmental diversity of South Africa's landscape.
a) Ask students how this environment may have made someforms of agriculture or development difficult. (Deserts and lowrainfall made agriculture a problem. Few rivers also madetransportation a problem.)
b) Ask students how these environmental conditions maytherefore have affected the settlement of both African andEuropean populations. (Competition developed over limited landthat had the resources to sustain large communities.)
2. Note the location of cities on Map Transparency #2 .a) Discuss how the location of cities reflects environmental
conditions and the ability to produce agricultural goods. Alsopoint out the proximity of urban areas to mineral resources,specifically the location of Kimberley near diamond depositsand the location of Johannesburg and Pretoria near golddeposits.
b) Note the coastal settlements and how their location facilitatedtrade with other parts of the world in the Atlantic and IndianOcean basins.
3. Several indigenous social groups lived in southern Africa. Havestudents locate the Khoisan, the Xhosa, the Nguni, the Zulu, theSotho, and the Tswana on Map Transparency #1.
a) Link the settlement of these African societies with the previousdiscussion of environmental conditions. How might theseconditions affect the local economies? (Agricultural productionwas pursued where good soil conditions and rainfall were readilyavailable, such as near the coast; cattle herding existed where widestretches of grazing land were available, such as in the interior HighVeld; hunting-gathering existed in dry desert regions whereproductive resources, such as good soil and water, were scarce.)
b) Using page 15 of the "Terms and Concepts from South AfricanHistory" handout, discuss the features of some of these
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Settlementand
Expansion:An In-ClassDiscussion
lesson one
African groups (e.g., languages, political structures, origins,economies, military strength).
Note: The terminology from the "Terms and Concepts from SouthAfrican History" handout come from the wide range of indigenousand introduced languages spoken in South Africa. However, it isimportant to point out that these terms have been initiated and usedby Western-trained scholars for describing South Africa's history.Other terms may be used locally in addition to or in place of these.Recognizing this situation may serve as a useful departure fordiscussing with students the existence of differing historicalperspectives and the link between language and these perspectives.How is history to be portrayed? In what language and with whoseperspective? How might histories written by European scholarsdiffer from those written by African scholars?
4. Have students identify sites of European settlement. The urban areasof Cape Town, Johannesburg, Pretoria, Kimberley, and Durbanshould be identified on Map Transparency #2.
a) Point out again that Kimberley is located near diamondresources and that Johannesburg and Pretoria are located neargold resources. Cape Town and Durban were important portsfor the Atlantic and Indian Ocean trades, respectively.Consider this time how these settlements linked southernAfrica and its resources to a world trade system.
b) Chronologize the founding of new territories by the Boers:Natal (1838); Transvaal (1852); and Orange Free State (1854).Note that these territories are represented by today's provincesseen on Map Transparency #2. Consider local resources aswell as the desire of the Boers to find new land outside ofBritish jurisdiction as reasons for establishing these territorialclaims.
c) Summarize the general process of European movement andsettlement in South Africa. What compelled this migration?Can a parallel be drawn with other parts of the world (e.g., thewestward expansion in the United States)?
Note: Pretoria is the capital of South Africa. The executive branch ofgovernment is located there. The national parliament is located inCape Town.
One way to look at early South African history is to highlight theconflicts between European settlers and African populations. Theseinclude: the subjugation of the Khoisan (1652-1795); the expulsion ofAfricans from land west of the Fish River (1811-1812); the Battle of BloodRiver and the defeat of a Zulu army (1838); and the Zulu defeat of theBritish at Isandhlwana (1879). Though these events are important,chronologizing these facts alone does not explain to students the reasonsfor conflict and how these conflicts shaped relations between Africansand Europeans for the future. This process of conflict needs to becontextualized further.
From the 17th through the 19th centuries, the region of southern
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lesson one
Africa experienced fundamental changes demographically, politically,and economically. These changes can be linked to other historicalchanges occurring elsewhere in Africa and the world. A globalmercantile trade linked Africa, Asia, North and South America, andEurope. This trade not only stimulated economies worldwide, but alsocreated a new set of political power dynamics revolving around a worldmarketplace. Some areas were settled by foreign officials to overseetrade. Other areas were settled by families and individuals who soughtnew lives and opportunities. Other people were forcefully displaced bymeans of the Atlantic and Indian Ocean slave trades.
The following discussion exercise has these objectives:
to give students an idea of the meaning of settlement andexpansion as a historical process in southern Africa
to address general questions regarding how European economicexpansion and worldwide colonization came about and how itimpacted indigenous states and societies
to discuss the implications of these early processes of settlementand expansion in southern Africa for future historicaldevelopments
to engage students in the meaning of geography and itsexplanatory link between these early processes and 20th-centurySouth African history
To achieve these objectives, the following topics can be addressed.The teacher may break the class into small groups to discuss thesequestions or may present them through a lecture. Distribute the in-classdiscussion handout (pages 28 and 29) to students to help guide them.
1. Ask students to speculate about the features of indigenous Africaneconomies and the Dutch and British settler economies. Discuss howthe needs of both of these agriculturally based economies createdcompetition over land and resources.
2. Ask students what the basis of any agricultural society is. (Theanswers are crops and livestock, but even more basically, land.) Makecomparisons with agricultural economies in other parts of the world.To aid discussion you might compare industrial versus agriculturaleconomies.
3. Ask students what an individual in an agricultural economy wouldwant to have in order to make him or her secure. (The main things areland or rights to work the land, or rights to keep a portion of the produce ofthe land.) Relate these principles to the historical situation of SouthAfrica. Consider the existence of competing sets of claims over landand the difficulties of accommodating legal systems that are based ondifferent cultural institutions and values. (Africans and Europeansettlers both had land needs. Different legal systems and methods of land useoften led to misunderstandings and competing legal claims over land usage.Direct conflict often erupted.)
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4. Discuss the nature of governance among indigenous societies andsettler communities. Link the nature of governance to the types ofeconomies that were in place. Agriculturally based economies tend tocoexist with a less-centralized state, given the situation of individualsand groups inhabiting vast stretches of land to pursue activities suchas herding and food cultivation.
a) Consider applying this idea linking state and economy notonly to South Africa but to other parts of the world such as theUnited States. Discuss how government power is moreconspicuous in urban areas than rural areas. Discuss how thisidea applies to colonists who were far from the countries inwhich they originated. (Geographic distance made the governingof colonies more difficult. This is particularly true in the case of the18th-century American colonies, which eventually rebelled, as didothers, against European control.) What were the advantagesand disadvantages of weak colonial state power? (Anadvantage was less government control. A disadvantage was fewergovernment services, such as military protection.) Discuss howthis idea applies to African groups and the states of whichthey were a part. What were the advantages anddisadvantages of weak or strong African state power? (Anadvantage of a weak state was greater individual freedom andenterprise. A disadvantage was that collective resistance againstEuropean settlement was more difficult. The converse is true of astrong state.)
b) Discuss the linkages between the power of competing statesand the development of conflict. How did the nature of statepower, weak or strong, influence the situation of competingsets of claims over land and resources? (Weak or strong statepower affected the regional balance of power that would determinewhether conflict or negotiation would result.) Point out thatfarmers and herders from both African and European groupsneeded protection in order to enjoy the benefits of land. Whenmight conflict and the use of force arise? What role mightstate power play? (In the case of southern Africa, conflict oftenarose when settlers acquired land individually, beyond the bounds ofcolonial state control. Nevertheless, the state would protect settlerswhen needed despite their self-interested action. Sometimes state andsettler interests would merge, and both would cooperate in militaryaction to acquire land and resources. Because of often superiorEuropean weapons, African states were often on the defensive thoughnot always. African states actively sought to protect their claims toland.)
5. Discuss with students how the development of global trade affectedlocal subsistence economies. What would the global marketplace seekfrom various regions of the world? (e.g., natural resources, new marketsto sell goods) How might an export economy develop and what mightthe multiplier effects of this process be? That is, how might thisexport economy transform other sectors of the economy? (World
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market demand would increase local production of goods to meet thatprofitable demand. Other sectors of the economy would be reduced or linked,directly or indirectly, to help the export economy in order to increase theaccumulation of wealth.) How did this new economy place a greaterdemand on land and resources? (Export production would place a stresson resources used for production.) How did this increased demandcontribute to conflict? (This stress on resources led to competition toacquire further resources which in turn could lead to conflict.) Overall,what were the advantages and disadvantages of a trade economy?(The advantages were that trade could lead to a greater accumulation ofwealth compared to subsistence production. The disadvantages were thattrade could also lead to a dependence on outside goods, which subsequentlymade communities and areas less self-sufficient.)
6. Moving to a more general level, have students imagine the episodicchanges involving worldwide settlement and expansion, focusingparticularly on how these larger global trends affect local areas suchas southern Africa.
Compare Map Transparencies #1 and #2 of southern Africa beforeEuropean settlement and contemporary South Africa. Note the newgeographic demarcations and contemplate the meaning of thesefeatures and the formation of a nation-state. Whose concerns andhistory do the current geographic demarcations represent? (Europeansettler history) Do they reflect the diversity of African states prior toEuropean arrival? (No) Or do they reflect the newer, Europeaninfluence in the region? (Yes) Consider how South Africa today as anation-state obscures a diversity of cultures. Discuss how the notionof "nation-state" is Western in origin and the problems it might faceas a European idea in a non-European setting (e.g., representing the ideaof a nation of homogenous people when in fact there is tremendousdemographic diversity; this misrepresentation exists in Europe as well).Moreover, discuss the challenges it might face as an abstract principlein everyday practice.
7. Discuss the meaning of early settlement and expansion in southernAfrica for the future. What were some social costs? (Consider, forexample, the loss of African autonomy.) How does a history of conflictcontribute to future tensions? (A history of conflict and subjugationmakes future reconciliation and coexistence more difficult.) Speculate onhow this earlier period of history may or may not have influencedSouth Africa in the 20th century.
8. Consider how "colonialism" is to be defined. When did "colonialism"end? Given the fact that the Dutch had been in southern Africa since1652, were they still foreigners in the 19th century? When does a"settler" population become a "native" population? Did"colonialism" end only with the end of apartheid and the election ofNelson Mandela as president in 1994? (Note: This question can beaddressed later in Lesson Three when political resistance isdiscussed.) Consider both African and European perspectives whenevaluating this question. Consider also a comparison with UnitedStates history.
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SOUTH AFRICA
esson one
There are no easy answers to these questions. Scholars continue tograpple with them. However, these questions address fundamental ideasthat aid students in conceptualizing South Africa's past. Moreover, theseideas link the past to South Africa's present and future.
To conclude, summarize the basic trends of early South Africanhistory:
the process of settlement and expansion
the concomitant development of conflict and loss of autonomyamong African states
the incorporation of South Africa, with its resource base, into aglobal economy
Students should keep these ideas in mind as they continue through thenext two lessons.
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iriddss discussion handout
SETTLEMENT AND EXPANSION: DISCUSSION QUESTIONS
The process of settlement and expansion in South African history can be acknowledged andchronologized, but to be fully understood, its meaning must be derived. The followingquestions provide various ways of approaching the historical meaning of settlement andexpansion.
1. Consider the features of indigenous African economies and the Dutch and British settlereconomies. How might the needs of these agriculturally based economies createcompetition over land and resources?
2. What is the basis of any agricultural society? Make comparisons between agriculturaleconomies in different parts of the world.
3. What would an individual want in an agricultural economy in order to make him or hersecure? Consider the existence of competing sets of claims over land and what actions thismight lead to. How might conflict arise between settlers and local African states?
4. Consider the nature of governance among indigenous societies and settler communities.Link the nature of governance to the types of economies that were in place. Agriculturallybased economies tend to coexist with a less-centralized state, given the situation ofindividuals and groups inhabiting vast stretches of land to pursue activities such as herdingand food cultivation. Based on this observation, discuss the linkages between the power ofcompeting states and the development of conflict. How did the nature of state power, weakor strong, influence the situation of competing sets of claims over land and resources?When might conflict and the use of force arise?
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5. What would the global market want from various regions of the world? How might thedevelopment of trade affect local economies? How might this new export economy placea greater demand on land and resources? How might this demand contribute to conflict?Overall, what were the advantages and disadvantages of a colonial trade economy?
6. Compare Map Transparencies #1 and #2 of southern Africa before European settlement andcontemporary South Africa. Note the new geographic demarcations and contemplate themeaning of these features. Whose concerns and history do they represent? Do they reflectthe diversity of African states prior to European arrival? Or do they reflect the newer,European influence in the region?
7. Discuss the meaning of early settlement and expansion in southern Africa for the future.What were some social costs? How does a history of conflict contribute to future tensions?Speculate on how this earlier period of history may or may not have influenced South Africain the 20th century.
8. Discuss how "colonialism" is to be defined. When did "colonialism" end? Given the factthat the Dutch had been in southern Africa since 1652, were they still foreigners in the 19thcentury? When does a "settler" population become a "native" population? Did"colonialism" end only with the end of apartheid and the election of Nelson Mandela aspresident in 1994? (Note: This question can be addressed later in Lesson Three whenpolitical resistance is discussed.) Consider both African and European perspectives whenevaluating this question. Consider also a comparison with United States history.
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Lesson Two
INDUSTRIALIZATION AND THEDEVELOPMENT OF 20TH-CENTURYSOUTH AFRICAN SOCIETY
Organizing What are the economic and political origins of modern SouthQuestion Africa?
Introduction
HistoricalBackground
SOUTH AFRICA
Lesson Two of this unit discusses the modern political and economicdevelopment of South Africa. The main question of this lesson is: Whatare the economic and political origins of modern South Africa? With thisquestion in mind, the goal of this lesson is to present a general overviewof South Africa's economic and political development from the 19ththrough the 20th century.
There are three parts to this lesson:
Historical Background
South Africa's Race and Class Hierarchies
The Making of South African Society: Law and Its Social Impact
The major thrust of development was the European mining ofdiamonds and gold. In 1867, diamonds were discovered near theconfluence of the Orange and Vaal Rivers. In 1886, significant gold fieldswere found in the Transvaal. These mineral discoveries created anovernight boom in speculation, attracting individual wealth seekers fromSouth Africa and other parts of the world. This "rush" was similar tothose in California, Alaska, and Brazil.
These discoveries also led the British to further assert their control inthe region, creating conflict with both the Boers and African states such asthe Zulu. In 1879, the Zulu-British War transpired with the Zulu beingdefeated. Other African states were also politically repressed, which inturn created an African peasantry that was increasingly impoverishedand displaced from land that was once theirs. Tensions also existedbetween the Boer settlers and the British. In 1880, the First Anglo-BoerWar occurred. From 1899 to 1902, the Second Anglo-Boer War took placewith the British prevailing. The number of casualties among the Boers,British, and Africans was in the tens of thousands.
With the beginnings of political stability came the rapid developmentof mining industries and urbanization. The "mineral revolution" led tothe gradual coercion of African labor and was attended by early policies
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South Africa'sRace and
ClassHierarchies
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of racial discrimination. The economic opportunities of the miningindustry attracted a flood of European immigration. These newspeculators sought to protect their jobs from African competition.Consequently, the thrust of the legislation passed was to coerce laborfrom Africans while implementing segregation measures that aimed topolitically disenfranchise Africans and protect jobs for white immigrants.
When the Union of South Africa was created in 1910, unequal policieswere embodied within its constitution. In 1911, an industrial color barlimiting skilled jobs to whites was established by the Mine and WorksAct. In 1913, territorial segregation was formally established through theNatives Land Act. The Colour Bar Act, passed in 1926, further restrictedskilled jobs to whites only. In 1936, Africans were removed from thevoter roster in the Cape, thus ending their direct representation inparliament. In 1948, the victory of the National Party in governmentelections proved to be the advent of a new period of racial segregationand repression that became known as the apartheid period. Overall,economic and political development during the 20th century wasattended by policies of racial separation that consolidated economic andpolitical power in the hands of whites.
Any discussion of race needs a context to frame a student's questionsand understanding. The following is a general framework forunderstanding race in South African society. Important to understandingthis issue are its links to the capitalist class structure. In addition to beingdiscriminated against by race, Africans and others, such as Indians andColoureds (persons of mixed-race), were exploited by white employers asa source of labor. The many complexities within this system make itdifficult to generalize. The framework presented here is only preliminaryin its intentions.
A student handout is included on pages 42-44 to help studentsaddress the key questions of this lesson.
A final suggestion is that since race and class are complex subjects, theteacher is encouraged to create an atmosphere that is open to discussion. Theseissues have relevance in the United States, and students may have strongopinions about them. Only through an open atmosphere can opinions beexpressed and grappled with in a constructive manner.
Ideology and 1.Everyday Practice:The Basis of Racial
Discrimination
In discussing the issue of race, scholars have drawn a distinctionbetween "ideology" and "everyday practice." Define these terms inthe following order (they are also included in the "Terms andConcepts" handout on page 16):
a) Ideology: Thoughts and ideas that commonly exist in a society.They consciously or unconsciously influence a person's worldoutlook. Ideology operates at the level of perspectives andopinions.b) Everyday Practice: The conscious or unconsciousmanifestation of an ideology's influence through words, actions,and deeds. "Everyday practice" consists of how a person, withcertain perspectives and opinions influenced by ideology, behaveson a day-to-day basis.
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Issues of Powerand Status
Discuss with students the relationship between "ideology" and"everyday practice." Ask them what they think these terms mean andwhat their relationship is.
Key Question: "What are some examples of ideology?" (e.g., scientificideas, religion, political ideas, economic philosophies)
Key Question: "How do these ideologies manifest themselves ineveryday practice?" (e.g., in behavior at work, at school, at socialgatherings)
Key Question: "Where do ideologies originate?" (often from those inpositions of power and influence; "power" is discussed more specificallybelow)
During the 19th century, a Western, scientific understanding ofrace argued that blacks were intellectually inferior. This notion hassince been proven to be categorically false. During the time, thisscientific understanding served as an ideology that influenced theoutlook of many Europeans. This outlook in turn influencedimperialist policies of colonization. It also affected the perspectivesand behavior of individuals who interacted with blacks on a day-to-day basis.
2. Having discussed "ideology" and "everyday practice," the teachercan now address the origins of ideology by discussing the issues of"status" and "power." Elicit, or give, definitions of "status" and"power." (Note: Definitions are also offered in the "Terms andConcepts" handout.)
a) Status: One's position in society as defined relative to others.1) Elicit examples of people with high status in U.S.
society (such as a wealthy businessman, the president, etc.).2) Discuss factors which define status: economic level,
political position, education, and social standing.3) Explain that whites had high status in South African
society. Speculate on why this was so.b) Power: The ability to influence others and get what one wants.
Power is based in part on status.1) Elicit examples of people with power in U.S. society.2) Explain that in South African society, whites had
power that was due in part to their political, economic,and overall social status. Moreover, this power in turnhelped to reinforce their status.
Discuss briefly with students the relationship between status andpower and the meaning and consequences of power.
Key Question: "How do status and power reinforce each other?"(Power can increase status. Status also offers power. They are mutuallyreinforcing.)
Key Question: "How can power be abused?" (by protecting the social
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lesson two
Class Structureand Its
Components
status of one group to the detriment of another social group)
3. In the case of South Africa, a white minority ruled over an Africanmajority. Consider the meaning of this demographic situation andhow status and power would have been maintained.
Key Question: "How can a minority social group rule over amajority?"
Key Question: "How can those in power implement an ideology andeveryday practices that reinforce their status and power?"
Discuss at a general level the issues of military power, legislation, andcontrol over economic resources. Consider how Africans had littlestatus due to lack of political, economic, and military control, thoughthey had considerable strength as a numerical majority. Discuss thepotential this situation has for change.
Key Question: "How did the numerical majority of Africansdestabilize white control?"
4. Class structure is socially defined. When whites consolidated theireconomic power through the mining industry, they consequentlydivided urban South African society into classes which reflected notonly the developing capitalist economy and society but also SouthAfrica's racial hierarchy. A discriminatory ideology of race was putinto practice. Economic power ensured not only a high economicstatus but also a high racial status for whites in South African society.
5. Using the blackboard, write the following terms in descending order:CAPITALIST CLASS, MIDDLE CLASS, and WORKING CLASS.Define these terms briefly in the following order (these are alsoincluded on the "Terms and Concepts" handout):
a) Working class: People who work wage labor jobs in variousindustries.
b) Capitalist class (business owners, investors): People who investmoney into capital (raw materials, machinery) to produceresources or goods. These resources and goods are sold at aprofit, which then is reinvested into further capital to producemore resources and goods.
c) Middle class (politicians, intellectuals, professionals, etc.):People who compose an intermediate class between thecapitalists and the working class. Though not directlyinvolved in the production process, they can directly orindirectly support or challenge the aims of capitalists.
6. Ask students: "In a capitalist economy, what is the most importanteconomic activity?" (production) "Which of these three groups isdirectly involved in this process?" (working class) "Which of thesethree groups actually controls this process and the resultingproducts?" (capitalists) On the board, emphasize the position of theWORKING CLASS under the CAPITALISTS. Point out that workershave little power since they do not own the goods they produce.
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Hierarchies
lesson two
Discuss how this situation could create a feeling of alienation amongmembers of the working class.
Key Question: "What would it be like not to own the product of one'slabor?" (It could be alienating, a feeling of powerlessness coupled withconsequent resentment.)
Moreover, discuss how the linkage between working-class identityand racial identity might create a sense of alienation and resentmentbased on race.
Key Question: "How were Africans doubly oppressed andalienated?"(by class and race)
7. The MIDDLE CLASS was the third main class. Consider itsintermediate position and the potential this role has for the class andracial structure. This class, like the capitalist class, was primarilywhite. However, educated Africans, Indians, and Coloureds alsoexisted in this intermediate position. Many activists such as NelsonMandela were members of the middle class, though still in a lowerposition due to the racial hierarchy. Discuss the social importance ofthis class.
Key Question: "How might this middle class of politicians,intellectuals, school teachers, and other professionals support orchallenge the class and race hierarchies?" (through the alternatives oflegislation and social activism)
8. Remind students that other groups were part of the racial hierarchy.Specifically, these included Indians and Coloureds (those of mixedrace). Indian and Coloureds occupied a shifting middle position inboth the class and racial hierarchies. Discuss this situation.
Key Question: "How did the situation of Indians and Coloureds addcomplexity to the racial and class hierarchies?"
9. To emphasize the general race and class hierarchies that existed, thefinal chart on the b